American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q1 2024
Institutional positions in American Express Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,315
- +153 vs. Q4 2023
- Shares held
- 613.4M
- +2.39M (+0.4%) vs. Q4 2023
- Total value
- $139.5B
- +$25.1B (+22.0%) vs. Q4 2023
- New holders
- 251
- 764 more added
- Sold out
- 98
- 897 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 35,606 | $8.11M | 0.77% | +35,606 | New |
| Norman Fields, Gottscho Capital Management, LLC | 35,643 | $8.12M | 3.02% | −663−1.8% | Reduced |
| Banque Cantonale Vaudoise | 35,672 | $8.12M | 0.32% | −952−2.6% | Reduced |
| NWF Advisory Services Inc. | 35,710 | $8.13M | 1.36% | +87+0.2% | Added |
| Fishman Jay A Ltd | 35,960 | $8.19M | 0.90% | +35,960 | New |
| Verition Fund Management LLC | 36,049 | $8.21M | 0.08% | +29,588+457.9% | Added |
| Tiaa Trust, National Association | 36,087 | $8.22M | 0.03% | −345−0.9% | Reduced |
| Winslow Asset Management Inc | 36,385 | $8.29M | 1.56% | +250+0.7% | Added |
| Buckingham Capital Management, Inc. | 36,551 | $8.32M | 1.02% | +7,522+25.9% | Added |
| Hartford Investment Management Co | 36,977 | $8.42M | 0.30% | −1,822−4.7% | Reduced |
| Girard Partners Ltd. | 37,005 | $8.43M | 0.79% | +452+1.2% | Added |
| Silicon Valley Capital Partners | 37,074 | $8.44M | 1.26% | +4,125+12.5% | Added |
| Central Trust Co | 37,426 | $8.52M | 0.21% | −2,917−7.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,567 | $8.55M | 0.58% | −770−2.0% | Reduced |
| Savant Capital, LLC | 37,692 | $8.58M | 0.10% | −2,047−5.2% | Reduced |
| Headinvest, LLC | 37,711 | $8.59M | 1.68% | −732−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,816 | $8.61M | 0.07% | −10,414−21.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,857 | $8.62M | 0.25% | +1,291+3.5% | Added |
| Credit Agricole S A | 39,810 | $8.66M | 0.15% | +17,977+82.3% | Added |
| Exchange Traded Concepts, LLC | 38,123 | $8.68M | 0.22% | −4,216−10.0% | Reduced |
| Stansberry Asset Management, LLC | 38,354 | $8.73M | 1.18% | −10,911−22.1% | Reduced |
| Pacer Advisors, Inc. | 38,800 | $8.83M | 0.02% | +929+2.5% | Added |
| Kestra Private Wealth Services, LLC | 39,062 | $8.89M | 0.20% | +1,774+4.8% | Added |
| Bessemer Group Inc | 39,494 | $8.99M | 0.02% | +8,204+26.2% | Added |
| Radnor Capital Management, LLC | 39,644 | $9.03M | 1.54% | −363−0.9% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $9.08M | 2.34% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 40,079 | $9.13M | 7.38% | +4,146+11.5% | Added |
| Jacobs & Co | 40,483 | $9.22M | 0.98% | −325−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 40,906 | $9.31M | 1.64% | +120.0% | Added |
| Mirova | 40,997 | $9.33M | 1.65% | +10,354+33.8% | Added |
| ING Groep NV | 41,005 | $9.34M | 0.06% | −434−1.0% | Reduced |
| WoodTrust Financial Corp | 41,232 | $9.39M | 1.49% | −663−1.6% | Reduced |
| Brown Brothers Harriman & Co | 41,340 | $9.41M | 0.07% | −802−1.9% | Reduced |
| Searle & Co. | 41,357 | $9.42M | 2.40% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 41,539 | $9.46M | 1.39% | −19,175−31.6% | Reduced |
| Family Capital Trust Co | 41,595 | $9.47M | 3.25% | −1,759−4.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,815 | $9.52M | 0.32% | +4,823+13.0% | Added |
| Chemung Canal Trust Co | 41,970 | $9.56M | 1.84% | −2,827−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 42,057 | $9.58M | 0.18% | +11,349+37.0% | Added |
| Jennison Associates LLC | 42,195 | $9.61M | 0.01% | −16,922−28.6% | Reduced |
| Connors Investor Services Inc | 42,287 | $9.63M | 1.02% | −42,378−50.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 42,480 | $9.67M | 0.41% | −11,060−20.7% | Reduced |
| NFC Investments, LLC | 42,617 | $9.70M | 2.79% | +40+0.1% | Added |
| M. Kulyk & Associates, LLC | 42,674 | $9.72M | 2.25% | +24,504+134.9% | Added |
| Laffer Tengler Investments | 42,708 | $9.72M | 2.51% | +1,822+4.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 42,810 | $9.75M | 0.46% | −6,510−13.2% | Reduced |
| Van Cleef Asset Management,Inc | 42,867 | $9.76M | 1.23% | −233−0.5% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $9.81M | 1.00% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 43,213 | $9.84M | 1.96% | −218−0.5% | Reduced |
| Maryland State Retirement & Pension System | 45,548 | $9.87M | 0.20% | +386+0.9% | Added |
| Kentucky Retirement Systems | 43,429 | $9.89M | 0.30% | −2,634−5.7% | Reduced |
| Kinneret Advisory, LLC | 43,659 | $9.94M | 0.99% | −136−0.3% | Reduced |
| Umb Bank N A | 43,929 | $10.0M | 0.16% | −118,934−73.0% | Reduced |
| Financial Avengers, Inc. | 44,756 | $10.2M | 5.41% | +514+1.2% | Added |
| Martin Investment Management, LLC | 45,433 | $10.3M | 2.54% | −601−1.3% | Reduced |
| Sienna Gestion | 45,491 | $10.4M | 0.95% | +45,491 | New |
| Illinois Municipal Retirement Fund | 45,824 | $10.4M | 0.16% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 46,720 | $10.6M | 3.20% | −206−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 46,947 | $10.7M | 0.82% | −550−1.2% | Reduced |
| Banyan Capital Management, Inc. | 47,550 | $10.8M | 6.14% | −15,569−24.7% | Reduced |
| Federated Hermes, Inc. | 47,694 | $10.9M | 0.03% | −4,187−8.1% | Reduced |
| Davy Global Fund Management Ltd | 48,450 | $11.0M | 1.25% | −270−0.6% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $11.1M | 2.76% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 48,919 | $11.1M | 0.22% | +4,003+8.9% | Added |
| Two Sigma Securities, LLC | 49,095 | $11.2M | 0.54% | +24,615+100.6% | Added |
| Van Eck Associates Corp | 49,274 | $11.2M | 0.02% | −3,837−7.2% | Reduced |
| Gulf International Bank (UK) Ltd | 49,568 | $11.3M | 0.28% | −2,324−4.5% | Reduced |
| Sky Investment Group LLC | 50,094 | $11.4M | 2.19% | −555−1.1% | Reduced |
| Kiltearn Partners LLP | 50,523 | $11.5M | 1.06% | −64,600−56.1% | Reduced |
| Chemistry Wealth Management LLC | 50,547 | $11.5M | 3.10% | +28,298+127.2% | Added |
| Redwood Grove Capital, LLC | 50,659 | $11.5M | 3.59% | −5,670−10.1% | Reduced |
| Perennial Advisors, LLC | 50,684 | $11.5M | 2.69% | −1,164−2.2% | Reduced |
| Andra AP-fonden | 50,848 | $11.6M | 0.21% | +50,848 | New |
| Oppenheimer & Co Inc | 50,875 | $11.6M | 0.19% | +3,750+8.0% | Added |
| Grimes & Company, Inc. | 51,160 | $11.6M | 0.36% | +567+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 51,206 | $11.7M | 1.40% | +12,679+32.9% | Added |
| Hi-Line Capital Management, LLC | 51,349 | $11.7M | 4.15% | +705+1.4% | Added |
| Calamos Wealth Management LLC | 51,816 | $11.8M | 0.67% | −10,090−16.3% | Reduced |
| Eagle Rock Investment Company, LLC | 52,103 | $11.9M | 2.20% | −2,306−4.2% | Reduced |
| Atria Investments LLC | 52,317 | $11.9M | 0.16% | +3,086+6.3% | Added |
| Anchor Capital Advisors LLC | 52,508 | $12.0M | 0.31% | −9,282−15.0% | Reduced |
| GDS Wealth Management | 52,529 | $12.0M | 1.40% | +5,460+11.6% | Added |
| Sandy Spring Bank | 52,600 | $12.0M | 0.55% | −2,777−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 52,723 | $12.0M | 0.02% | −1,566−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 53,269 | $12.1M | 0.28% | −1,384−2.5% | Reduced |
| Argent Trust Co | 53,435 | $12.2M | 0.55% | +2,748+5.4% | Added |
| Polar Capital Holdings Plc | 53,438 | $12.2M | 0.07% | −421−0.8% | Reduced |
| PEAK6 Investments LLC | 53,497 | $12.2M | 0.59% | +44,095+469.0% | Added |
| 2Xideas AG | 53,780 | $12.2M | 1.50% | −18,893−26.0% | Reduced |
| Boston Common Asset Management, LLC | 54,040 | $12.3M | 0.29% | −47,816−46.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,318 | $12.4M | 0.14% | +13,520+33.1% | Added |
| Private Advisor Group, LLC | 54,373 | $12.4M | 0.09% | +1,432+2.7% | Added |
| PGGM Investments | 54,448 | $12.4M | 0.18% | +19,801+57.2% | Added |
| Atria Wealth Solutions, Inc. | 54,573 | $12.4M | 0.14% | +3,361+6.6% | Added |
| Perigon Wealth Management, LLC | 54,662 | $12.4M | 0.38% | −2,285−4.0% | Reduced |
| Marsico Capital Management LLC | 54,925 | $12.5M | 0.41% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 55,491 | $12.6M | 0.16% | +1,919+3.6% | Added |
| Meitav Dash Investments Ltd | 55,684 | $12.7M | 0.25% | +5,559+11.1% | Added |
| Griffin Asset Management, Inc. | 57,135 | $13.0M | 1.55% | −908−1.6% | Reduced |
| Tocqueville Asset Management L.P. | 57,202 | $13.0M | 0.21% | +487+0.9% | Added |